Comprehensive Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Comprehensive Wealth Management, LLC
- $127 Million
- Q1 2024
A detailed history of Comprehensive Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 12,132 shares of XMMO stock, worth $1.4 Million. This represents 1.1% of its overall portfolio holdings.
Number of Shares
12,132
Previous 14,429
15.92%
Holding current value
$1.4 Million
Previous $1.3 Million
7.57%
% of portfolio
1.1%
Previous 1.17%
Shares
12 transactions
Others Institutions Holding XMMO
# of Institutions
213Shares Held
11.6MCall Options Held
3.1KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC1.44MShares$166 Million0.09% of portfolio
-
Envestnet Asset Management Inc1.28MShares$148 Million0.06% of portfolio
-
Tredje Ap Fonden1.13MShares$131 Million1.36% of portfolio
-
Morgan Stanley New York, NY806KShares$93.1 Million0.01% of portfolio
-
Wealth Enhancement Advisory Services, LLC468KShares$54.2 Million0.15% of portfolio